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Capital Group Divid Value Etf Shs Creation Unit shares owned by Tyler-Stone Wealth Management

Quarter-by-quarter ownership of Capital Group Divid Value Etf Shs Creation Unit (CGDV) shares owned by Tyler-Stone Wealth Management from 13F filings

Historical chart of Tyler-Stone Wealth Management investment in Capital Group Divid Value Etf Shs Creation Unit

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Divid Value Etf Shs Creation Unit held by Tyler-Stone Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Divid Value Etf Shs Creation Unit by Tyler-Stone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $539k 15k 36.44
2024-06-30 $20k 600 33.00

More positions owned by Tyler-Stone Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Core S&p500 Etf (IVV)
Parker-Hannifin Corporation (PH)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Ishares Tr Msci Usa Min Vol (USMV)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Blackstone Group Inc Com Cl A (BX)
Palantir Technologies Cl A (PLTR)

View all positions for Tyler-Stone Wealth Management

Top funds holding Capital Group Divid Value Etf Shs Creation Unit

Capital Research and Management Company - Division 3
LPL Financial
Raymond James Financial
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Advance Capital Management
Raymond James Financial Services Advisors
Wells Fargo & Company
Bank of America Corporation
Cetera Investment Advisers
Morgan Stanley
Commonwealth Equity Services
Capital Group Private Client Services
Raymond James & Associates
UBS Group

View all funds holding Capital Group Divid Value Etf Shs Creation Unit